BlackDiamond Wealth Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

BlackDiamond Wealth Management’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	11,725 -5,108	-30%	-$471K	0.43%	55
2026 Q1	$1.36M	Buy	16,833 +2,616	+18%	+$217K	0.65%	44
2025 Q4	$1.22M	Buy	+14,217	New	+$1.09M	0.59%	45
2025 Q1	–	Sell	-22,719	Closed	-$1.34M	–	155
2024 Q4	$1.34M	Sell	22,719 -9,666	-30%	-$602K	0.77%	39
2024 Q3	$1.98M	Buy	+32,385	New	+$1.98M	1.19%	26

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackDiamond Wealth Management's AVEM Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its Avantis Emerging Markets Equity ETF (AVEM) stake by 30% in Q2 2026, selling an estimated $471K and leaving 11,725 shares worth $1.08M. The position accounts for 0.43% of the portfolio, ranked #55.

BlackDiamond Wealth Management first reported a position in AVEM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.98M in Q3 2024. 1,006 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

BlackDiamond Wealth Management held 11,725 shares of Avantis Emerging Markets Equity ETF worth $1.08M as of Q2 2026.
BlackDiamond Wealth Management sold 5,108 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $471K.
Avantis Emerging Markets Equity ETF made up 0.43% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #55 holding.
BlackDiamond Wealth Management first reported a position in Avantis Emerging Markets Equity ETF in Q3 2024 and has held it in 5 quarters since.
BlackDiamond Wealth Management's Avantis Emerging Markets Equity ETF position peaked at $1.98M in Q3 2024.
1,006 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.